Fee-based? That's a lie. | jesadaphorn/iStock/Thinkstock Advisors should never use the term “fee-based” to describe their business. Writing on his Scholarly Financial Planner blog, Ron Rhoades outlines the narrow scope in which advisors ca...

The awareness-raising insights of behavioral finance continue to shed new light on the subjective experience of risk. In response, the financial services industry has made significant investments in investor education. The prevailing language of...

Recent calls by pension fund leaders for companies to rethink share buybacks and to invest more in their businesses are not resonating with some wealth management leaders...

I am admittedly a little tired, but also energized and wanting more: We just concluded our second annual industry conference—Hightower's APEX—a collaborative forum for the disruptors of our industry, who never come up short on good ideas or stron...